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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

Send client data to CS Support

note
This task should only be completed at the request of an UltraTax CS Support representative.
While troubleshooting issues, a Support representative may request that you send them client data to help better understand your question. Follow these steps to send the data.
  1. Select
    File
    Send to
    Support
    .
  2. In the
    Clients
     tab, select the client whose data you want to send.
  3. Enter
    Additional Information
     that could help us better understand your question.
  4. Select
    OK
     to send the data to support.

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